Concise Guide to the Non-Faculty Performance Review Process - Division of Human Resources & Organizational Effectiveness

Important Dates

Performance Review Period	4/1/2019 – 3/31/2020
Performance Review Delivery Period	4/1/2020 – 5/31/2020

Performance Review Process (with Timeline & Guidelines charts)

Additional Performance Management Resources

Email questions to: HREvaluations@tamu.edu

Goals

For the current Performance Review Period, goals can be entered any time before 3/31/2020 to be included on the Performance Review. SMART Goals.
See SMART Goals for more information on how to set effective goals.

Performance Review Process

Start Date	Item	Due By
4/1/2020	Current Performance Reviews are launched for eligible staff	-
4/1/2020	Managers receive a Workday Inbox item to “Get Additional Manager Evaluation” Manager must either add the name of an additional manager to do a review and submit the task, or Skip This Task by clicking on the Gear Icon at the top right corner of the inbox item, select “Skip This Task” and click OK.	4/12/2020
4/1/2020	Employees receive a Workday Inbox item to “Complete Self Evaluation” Management levels 1-5 and Research Professionals are Attachment Only and should consult with their manager to determine the appropriate document to use and attach. There is no form to complete in Workday. All other employees will complete the Self Evaluation form in their Workday Inbox. Upon completion, employee will submit their form.	4/12/2020
4/12/2020	Managers will receive another Workday Inbox item to “Get Additional Reviewers” Manager must either add the name of an additional reviewer to do a review and submit the task, or Skip This Task by clicking on the Gear Icon at the top right corner of the inbox item, select “Skip This Task” and click OK.	4/26/2020
4/26/2020	Managers receive a Workday Inbox item to “Complete Manager Evaluation” (when the employee completes their Self Evaluation and clicks submit). Attachment Only Evaluations are done outside of Workday on the form designated by the manager and attached to the draft review. Suggested forms: Performance Feedback Form; Research Staff Manager completes the Manager Evaluation in Workday Inbox. If Additional Manager/Reviewer was requested, those reviews/comments will show on the form when completed by the manager/reviewer. DO NOT SUBMIT the Manager’s Evaluation until the discussion with the employee has taken place.	5/10/2020
4/26/2020	Manager meets with Employee to discuss draft review Manager can make changes to the draft review or send back to the employee to make changes as discussed.	5/17/2020
5/17/2020	Manager submits Employee Review from Workday Inbox. “Partially Meets” and “Does Not Meet” ratings require another level of approval and might add time to completion.	5/24/2020
5/17/2020	Employee receives a Workday Inbox item “Provide Employee Review Comments” Employee acknowledges Employee Review in Workday Inbox and provides comments as appropriate and submits.	5/24/2020
5/24/2020	Manager receives a Workday Inbox item “Provide Manager Review Comments” Manager acknowledges Employee Review in Workday Inbox and provides comments as appropriate and submits.	5/31/2020
6/1/2020	Manager receives a Workday Inbox item “Update Position Restrictions” if manager checks that position restriction edits are required when acknowledging the Employee Review.	7/30/2020

Start Date

Item

Due By

4/1/2020

Current Performance Reviews are launched for eligible staff

4/1/2020

Managers receive a Workday Inbox item to “Get Additional Manager Evaluation”

Manager must either add the name of an additional manager to do a review and submit the task, or
Skip This Task by clicking on the Gear Icon at the top right corner of the inbox item, select “Skip This Task” and click OK.

4/12/2020

4/1/2020

Employees receive a Workday Inbox item to “Complete Self Evaluation”

Management levels 1-5 and Research Professionals are Attachment Only and should consult with their manager to determine the appropriate document to use and attach. There is no form to complete in Workday.
All other employees will complete the Self Evaluation form in their Workday Inbox. Upon completion, employee will submit their form.

4/12/2020

Managers will receive another Workday Inbox item to “Get Additional Reviewers”

Manager must either add the name of an additional reviewer to do a review and submit the task, or
Skip This Task by clicking on the Gear Icon at the top right corner of the inbox item, select “Skip This Task” and click OK.

4/26/2020

Managers receive a Workday Inbox item to “Complete Manager Evaluation” (when the employee completes their Self Evaluation and clicks submit).

Attachment Only Evaluations are done outside of Workday on the form designated by the manager and attached to the draft review. Suggested forms: Performance Feedback Form; Research Staff
Manager completes the Manager Evaluation in Workday Inbox.
If Additional Manager/Reviewer was requested, those reviews/comments will show on the form when completed by the manager/reviewer.
DO NOT SUBMIT the Manager’s Evaluation until the discussion with the employee has taken place.

5/10/2020

4/26/2020

Manager meets with Employee to discuss draft review

Manager can make changes to the draft review or send back to the employee to make changes as discussed.

5/17/2020

Manager submits Employee Review from Workday Inbox. “Partially Meets” and “Does Not Meet” ratings require another level of approval and might add time to completion.

5/24/2020

5/17/2020

Employee receives a Workday Inbox item “Provide Employee Review Comments”

Employee acknowledges Employee Review in Workday Inbox and provides comments as appropriate and submits.

5/24/2020

Manager receives a Workday Inbox item “Provide Manager Review Comments”

Manager acknowledges Employee Review in Workday Inbox and provides comments as appropriate and submits.

5/31/2020

6/1/2020

Manager receives a Workday Inbox item “Update Position Restrictions” if manager checks that position restriction edits are required when acknowledging the Employee Review.

7/30/2020